Report
Kazunori Ito
EUR 100.00 For Business Accounts Only

Skyworks, Qorvo, and Murata Manufacturing Appear Undervalued and Poised to Capitalize on 5G

Radio frequency, or RF, chipmakers have prospered in recent years due to increased complexity, integration, and filtering needs associated with 4G LTE networks and devices. As 5G networks are nearly upon us, we foresee an even greater need for RF content and design expertise to address new spectrum bands and technologies. In our view, 5G should prevent commoditization in the RF space and allow each chipmaker to provide unique solutions that will prevent device makers from playing off each other ...
Underlying
Murata Manufacturing Co. Ltd.

Murata Manufacturing is mainly engaged in the development, manufacture and sale of electronic components and modules in Japan, North America and certain other Asian and European countries. Co.'s products are sold mainly to electronics companies for use as components in telecommunication, computer, audio, video, automotive electronics and other electronic products. Co. is engaged in the development, manufacture and sale of electronic parts and related products, including components for capacitors and piezoelectric products, as well as modules products; the provision of welfare services, personnel services, education and training services, as well as the leasing and management of real estate.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Kazunori Ito

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